Portfolio Manage Features
What are the features of Portfolio Manage?
Tasks
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependecies
- Drag & Drop
Projects
- Planning
- Project Map
- Views
- Templates
- Time & Expense
Resource Management
- Capacity
- Scheduling
Project Monitoring
- Resource Allocation
- Dashboards
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Portfolio Manage Categories on G2
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Tasks
Creation & Assignment | Based on 125 Portfolio Manage reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates. | 88% (Based on 125 reviews) | |
Due Dates | Based on 122 Portfolio Manage reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates). | 89% (Based on 122 reviews) | |
Task Prioritization | Based on 118 Portfolio Manage reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work. | 86% (Based on 118 reviews) | |
To-Do Lists | Based on 112 Portfolio Manage reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks. | 82% (Based on 112 reviews) | |
Dependecies | Based on 107 Portfolio Manage reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them. | 83% (Based on 107 reviews) | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. This feature was mentioned in 59 Portfolio Manage reviews. | 80% (Based on 59 reviews) | |
Drag & Drop | Based on 114 Portfolio Manage reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop. | 85% (Based on 114 reviews) |
Projects
Planning | Based on 116 Portfolio Manage reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project. | 86% (Based on 116 reviews) | |
Project Map | Based on 99 Portfolio Manage reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | 85% (Based on 99 reviews) | |
GANTT | Based on 90 Portfolio Manage reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress. | 80% (Based on 90 reviews) | |
Views | Based on 101 Portfolio Manage reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers). | 83% (Based on 101 reviews) | |
Issue Tracking | As reported in 54 Portfolio Manage reviews. Track issues at the project or task level, and manage resolutions. | 77% (Based on 54 reviews) | |
Templates | Based on 92 Portfolio Manage reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects. | 82% (Based on 92 reviews) | |
Time & Expense | Based on 93 Portfolio Manage reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks. | 84% (Based on 93 reviews) | |
Methodologies | Based on 80 Portfolio Manage reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies. | 81% (Based on 80 reviews) |
Resource Management
Resource Definiton | Based on 89 Portfolio Manage reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria. | 82% (Based on 89 reviews) | |
Capacity | Based on 97 Portfolio Manage reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks. | 84% (Based on 97 reviews) | |
Scheduling | Based on 107 Portfolio Manage reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department. | 85% (Based on 107 reviews) | |
Definition | Based on 14 Portfolio Manage reviews. Identify human and material resources and assign them to projects and portfolios. | 96% (Based on 14 reviews) | |
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. This feature was mentioned in 14 Portfolio Manage reviews. | 96% (Based on 14 reviews) | |
Optimization | Improve resource utilization across various projects and portfolios. This feature was mentioned in 13 Portfolio Manage reviews. | 97% (Based on 13 reviews) |
Project Monitoring
Resource Allocation | Based on 97 Portfolio Manage reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly. | 83% (Based on 97 reviews) | |
Dashboards | Based on 111 Portfolio Manage reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time. | 82% (Based on 111 reviews) |
Portfolio Management
Portfolio Types | As reported in 13 Portfolio Manage reviews. Define multiple types of portfolios for projects, programs, and services. | 95% (Based on 13 reviews) | |
Planning | Plan activities and tasks across various portfolios or programs. This feature was mentioned in 14 Portfolio Manage reviews. | 92% (Based on 14 reviews) | |
Alignment | Align different kinds of portfolios with business and financial goals. This feature was mentioned in 13 Portfolio Manage reviews. | 97% (Based on 13 reviews) | |
Portfolio Mix | Based on 13 Portfolio Manage reviews. Create the optimal mix of portfolios to achieve operational and financial goals. | 95% (Based on 13 reviews) |
Project Management
Dependencies | Based on 16 Portfolio Manage reviews. Manage dependencies between projects from one or multiple portfolios. | 90% (Based on 16 reviews) | |
Priorities | Assign priorities for projects that are part of portfolios. This feature was mentioned in 16 Portfolio Manage reviews. | 96% (Based on 16 reviews) | |
Lean Management | Based on 14 Portfolio Manage reviews. Include lean project management features and best practices. | 96% (Based on 14 reviews) |
Data & Analytics
Data Consolidation | Consolidate project and portfolio data from separate sources. 13 reviewers of Portfolio Manage have provided feedback on this feature. | 92% (Based on 13 reviews) | |
Visualizations | Provide custom project and portfolio monitoring visualizations. This feature was mentioned in 14 Portfolio Manage reviews. | 93% (Based on 14 reviews) | |
Performance | As reported in 14 Portfolio Manage reviews. Monitor the performance of different types of portfolios. | 95% (Based on 14 reviews) | |
Risk Analysis | As reported in 12 Portfolio Manage reviews. Perform risk analysis at the portfolio or project level. | 96% (Based on 12 reviews) |
Planning
Resource Definiton | As reported in 64 Portfolio Manage reviews. Create human and material resources and categorize them based on skills and other criteria. | 85% (Based on 64 reviews) | |
Capacity | Based on 76 Portfolio Manage reviews. Monitor capacity in real time to track resource use and identify bottlenecks. | 87% (Based on 76 reviews) | |
Scheduling | Based on 78 Portfolio Manage reviews. Allocate resources by matching capacity and demand, by project, team, or department. | 86% (Based on 78 reviews) |
Optimization
Performance | Monitor the performance of each resource by project, portfolio, or resource type. 78 reviewers of Portfolio Manage have provided feedback on this feature. | 85% (Based on 78 reviews) | |
Forecasting | As reported in 79 Portfolio Manage reviews. Provide demand-driven forecasts to prepare and plan for future projects. | 85% (Based on 79 reviews) |
Automation
Workflows | Provide standard workflows that can be used accross the company. | Not enough data | |
Customization | Allow administrators to configure workflows and processes. | Not enough data | |
Data repository | Deliver a single data repository for all project information. | Not enough data |
Administration
Permissions | Define and manage roles and access rights for the entire system. | Not enough data | |
Procedures | Maintain procedures for data access and governance. | Not enough data | |
Remote Work | Allow users to use the system online and on mobile devices. | Not enough data |
Project management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Workload
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Workspace | Define customizable workspace for teams, departments, and external users. | Not enough data | |
Configuration | Provide drag and drop options to configure workspaces. | Not enough data | |
Insights | Monitor work accross the company and analyze performance. | Not enough data |
Communication & Collaboration
Communication Channels | Support multiple channels for internal and external communications. | Not enough data | |
Document Management | See feature definition | Allow users to share and collaborate on documents and files. | Not enough data |
Collaboration | Help users meet, share workspaces, and collaborate on tasks. | Not enough data |
Cost Management
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Profitability | Monitor project proftability by team or department. | Not enough data |
Integration
Front Office | Integrate with CRM, marketing, or customer service software. | Not enough data | |
Back Office | Provide integration with accounting software and ERP systems. | Not enough data | |
External data | Connect to external data sources such as databases or BI software. | Not enough data |
Strategy - Project and Portfolio Management
Simulation | Simulate the outcomes of various business case scenarios and mix of projects | Not enough data | |
Tracking | Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios | Not enough data | |
Planning | Create plans to implement activities to achieve strategic objectives | Not enough data | |
Objectives | Define strategic objectives related to project and portfolio management | Not enough data | |
Visiblity | Provide a 360 view of all projects and portfolios and their corresponding strategies | Not enough data | |
Alignment | Align project and portfolios with the strategic objectives of the company | Not enough data | |
Risk Management | Mitigate risks related to projects and portfolios that may impact strategic objectives | Not enough data | |
Implementation | Deploy strategic planning to project and portfolio management activities | Not enough data | |
Optimization | Help with continuous improvement and to adapt to strategy updates and market changes | Not enough data | |
Prioritization | Assign priorities to projects and portfolios based on strategic objectives | Not enough data |
